The Blog

During his recent interview with Tobias, Francisco Olivera, President of Arevilo Capital Management discussed how Capital Structure Tells You A Lot About Good Management. Here’s an excerpt from the interview: Tobias: Let’s talk a little bit about the capital structure. That’s the third thing you– What are you looking for … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Why Buffett Passed On $MSFT. Here’s an excerpt from the episode: Bill: John Huber posted on December 19th of 2019. He recently tweeted about it, about Warren Buffett’s 1997 email exchange on Microsoft. Notice how I’m … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Buffett Buys $GOLD. Here’s an excerpt from the episode: Tobias: Yeah, let’s segue. I’m reading Chris Bloomstran’s because Chris follows Berkshire closer than anybody else. It’s interesting, Berkshire upped their buyback but sold a whole … Read More

During his recent interview with Tobias, Francisco Olivera, President of Arevilo Capital Management discussed Taking A Concentrated Position That You Can Hold For 5+ Years. Here’s an excerpt from the interview: Tobias: Bill has this great line. He said, “Francisco is the pickiest investor I know,” in a good way. … Read More

In this episode of The Acquirers Podcast Tobias chats with Francisco Olivera. He’s the President of Arevilo Capital Management. During the interview Francisco provided some great insights into: Take A Concentrated Position That You Can Hold For 5+ Years Capital Structure Tells You A Lot About A Business John Malone And … Read More

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Montier’s Reasons (NOT) To Be Cheerful. Here’s an excerpt from the episode: Jake: So, one of the things that I really like about James Montier is that all of his work is based on the … Read More

In this episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle chat about: James Montier’s Reasons (NOT) To Be Cheerful Buffett Buys GOLD Buffett’s Pass On Microsoft In 1997 Investing With OPM Is So Hard! Low-Key Superinvestor – Sardar Biglari Investors Should Be Studying Dan Loeb Tesla’s Universal … Read More

During his recent interview with Tobias, Brian Bares, Founder of Bares Capital Management discussed Wide Moat Companies And How To Find Them. Here’s an excerpt from the interview: Tobias: Yeah, you slightly foreshadowed where I was going to go next. That was what I wanted to dive into. Let’s talk about … Read More